IBM (IBM) Stock Analysis
This is a peer-relative look at IBM (IBM): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Software & Services peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | IBM |
|---|---|
| Name | International Business Machines Corporation |
| Country/Region | United States |
| GICS Sector | Information Technology |
| GICS Industry Group | Software & Services |
| GICS Industry | IT Services |
| GICS Sub-Industry | IT Consulting & Other Services |
| Market Capitalization | 197.85 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | January 2, 1962 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| Total Return (1Y) | -24.17% | -16.02% |
| Total Return (3Y, Annualized) | 18.62% | -0.06% |
| Total Return (5Y, Annualized) | 13.64% | -8.49% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 48.37% | 59.05% |
| Beta (5Y) | 0.70 | 1.12 |
| Max Drawdown (5Y) | -36.06% | -77.02% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -0.37 |
| Sortino Ratio (1Y) | -0.74 | -0.54 |
Profitability
ROE (TTM)
IBM (IBM) posts ROE of 35.77%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.
IBM
Software & Services industry group
35.77%
Group distribution
- Max
- 53.38%
- IBM
- 35.77%
- Q3
- 16.62%
- Median
- 5.48%
- Q1
- -12.77%
- Min
- -55.27%
Largest peers
- ORCL
- 53.38%
- IBM
- 35.77%
- MSFT
- 34.01%
- PLTR
- 32.59%
- SAP
- 16.35%
- PANW
- 4.83%
- CRWD
- -0.25%
Net Margin (TTM)
IBM (IBM) keeps 15.61% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
IBM
Software & Services industry group
15.61%
Group distribution
- Max
- 44.20%
- IBM
- 15.61%
- Q3
- 15.06%
- Median
- 3.70%
- Q1
- -5.19%
- Min
- -34.99%
Largest peers
- PLTR
- 43.67%
- MSFT
- 39.34%
- ORCL
- 25.37%
- SAP
- 19.58%
- IBM
- 15.61%
- PANW
- 7.95%
- CRWD
- -0.60%
Operating Margin (TTM)
IBM (IBM) turns 13.81% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
IBM
Software & Services industry group
13.81%
Group distribution
- Max
- 46.97%
- Q3
- 16.51%
- IBM
- 13.81%
- Median
- 5.70%
- Q1
- -9.95%
- Min
- -43.35%
Largest peers
- MSFT
- 46.33%
- PLTR
- 46.18%
- ORCL
- 36.20%
- SAP
- 30.03%
- IBM
- 13.81%
- CRWD
- -2.21%
- PANW
- -2.47%
Profitability Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| ROE (TTM) | 35.77% | 5.48% |
| ROA (TTM) | 5.39% | 1.72% |
| Net Margin (TTM) | 15.61% | 3.70% |
| Operating Margin (TTM) | 13.81% | 5.70% |
| Gross Margin (TTM) | 58.36% | 69.39% |
Growth
Revenue Growth
IBM (IBM) grew revenue 7.62%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
IBM (IBM) grew earnings per share 73.72%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.
Growth Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 7.62% | 14.27% |
| Revenue Growth (3Y CAGR) | 3.72% | 13.51% |
| EPS Growth (YoY) | 73.72% | 7.85% |
| EPS Growth (3Y CAGR) | 83.76% | 18.25% |
Financial Strength
Current Ratio (MRQ)
IBM (IBM) has current ratio of 0.80, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.
IBM
Software & Services industry group
0.80
Group distribution
- Max
- 5.55
- Q3
- 2.88
- Median
- 1.70
- Q1
- 1.06
- IBM
- 0.80
- Min
- 0.03
Largest peers
- PLTR
- 6.91
- CRWD
- 1.53
- MSFT
- 1.28
- ORCL
- 1.12
- SAP
- 1.07
- PANW
- 0.86
- IBM
- 0.80
Debt / Equity (MRQ)
IBM (IBM) has debt-to-equity ratio of 2.11, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.
IBM
Software & Services industry group
2.11
Group distribution
- Max
- 2.62
- IBM
- 2.11
- Q3
- 1.10
- Median
- 0.31
- Q1
- 0.06
- Min
- 0.00
Largest peers
- ORCL
- 3.89
- IBM
- 2.11
- MSFT
- 0.30
- CRWD
- 0.18
- SAP
- 0.17
- PANW
- 0.08
- PLTR
- 0.02
Financial Strength Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 0.80 | 1.70 |
| Debt / Equity (MRQ) | 2.11 | 0.31 |
| Net Debt / EBITDA | 3.48 | -0.10 |
Dividends
Dividend Yield (TTM)
IBM (IBM) has dividend yield of 3.15%, above the entire industry range. That headline income is large, but yields this far above peers often come from a falling share price or an at-risk payout, so dividend safety matters more than the percentage itself.
IBM
Software & Services industry group
3.15%
Group distribution
- IBM
- 3.15%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- IBM
- 3.15%
- ORCL
- 1.65%
- SAP
- 1.58%
- MSFT
- 0.88%
- PLTR
- 0.00%
- PANW
- 0.00%
- CRWD
- 0.00%
Dividend Payout Ratio (TTM)
IBM (IBM) has payout ratio of 59.47%, above the peer distribution for its industry. The dividend consumes more reported earnings than peers normally do, leaving unusually thin earnings cover.
IBM
Software & Services industry group
59.47%
Group distribution
- IBM
- 59.47%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- IBM
- 59.47%
- SAP
- 37.15%
- ORCL
- 34.31%
- MSFT
- 20.73%
- PLTR
- 0.00%
- PANW
- 0.00%
- CRWD
- 0.00%
Dividend Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 3.15% | 0.00% |
| Dividend Payout Ratio (TTM) | 59.47% | 0.00% |
Valuation
P/E Ratio (TTM)
IBM (IBM) trades at P/E ratio of 18.83, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
IBM
Software & Services industry group
18.83
Group distribution
- Max
- 122.10
- Q3
- 63.18
- Median
- 31.83
- IBM
- 18.83
- Q1
- 16.77
- Min
- 0.43
Largest peers
- PANW
- 302.79
- PLTR
- 150.75
- MSFT
- 23.70
- SAP
- 22.27
- ORCL
- 20.83
- IBM
- 18.83
- CRWD
- --
P/S Ratio (TTM)
IBM (IBM) trades at 2.87 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.
IBM
Software & Services industry group
2.87
Group distribution
- Max
- 18.71
- Q3
- 8.98
- Median
- 4.08
- IBM
- 2.87
- Q1
- 2.15
- Min
- 0.02
Largest peers
- PLTR
- 60.88
- CRWD
- 38.21
- PANW
- 26.29
- MSFT
- 9.28
- ORCL
- 5.43
- SAP
- 4.87
- IBM
- 2.87
P/B Ratio (MRQ)
IBM (IBM) trades at 6.00 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
IBM
Software & Services industry group
6.00
Group distribution
- Max
- 16.97
- Q3
- 8.89
- IBM
- 6.00
- Median
- 4.00
- Q1
- 1.93
- Min
- -8.32
Largest peers
- CRWD
- 42.00
- PLTR
- 37.63
- PANW
- 10.05
- ORCL
- 9.74
- MSFT
- 7.13
- IBM
- 6.00
- SAP
- 3.45
Valuation Metrics
| Metric | Current stock: IBM | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 18.83 | 31.83 |
| P/S Ratio (TTM) | 2.87 | 4.08 |
| P/B Ratio (MRQ) | 6.00 | 4.00 |
| Free Cash Flow Yield (TTM) | 6.63% | 4.41% |